Steven McNeer, financial advisor White Sulphur Springs WV

Steven McNeer

CRD Number: 7837857
Current Firm: State Farm Investment Management Corp.

Steven McNeer (CRD# 7837857) is an Investment Advisor Representative working at State Farm Investment Management Corp. in White Sulphur Springs, WV and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
State Farm Insurance White Sulphur Springs, WV Apr 2024 - Current < 1
State Farm Investment Management Corp White Sulphur Springs, WV Apr 2024 - Current < 1
State Farm Vp Management Corp White Sulphur Springs, WV Apr 2024 - Current < 1
State Farm Insurance Union, WV Dec 2023 - Apr 2024 < 1
State Farm Vp Management Corp. Union, WV Dec 2023 - Apr 2024 < 1
State Farm Investment Management Corp Union, WV Dec 2023 - Apr 2024 < 1
Monroe Insurance Group Union, WV Jul 2021 - Nov 2023 2
Andrew Evans State Farm Office Christiansburg, VA May 2020 - Jul 2021 1
West Virginia University Institute Of Technology Beckley, WV Aug 2017 - May 2020 2
West Virginia Department Of Highways Hinton, WV May 2018 - Aug 2018 < 1
West Virginia Department Of Highways Hinton, WV May 2017 - Aug 2017 < 1
Concord University Athens, WV Aug 2016 - May 2017 < 1
Concord University Athens, WV Aug 2015 - May 2017 1
West Virginia Department Of Highways Hinton, WV May 2016 - Aug 2016 < 1
West Virginia Department Of Highways Hinton, WV May 2015 - Aug 2015 < 1
James Monroe High School Lindside, WV Aug 2011 - May 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2023
S65 NASAA Investment Advisors Law Examination Jan 2024
Contact Info for Steven R. McNeer
Phone Number: 800-447-0740
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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